Lead the design and implementation of business process automations using Zoho applications, WordPress, and third-party integrations. Evaluate systems, improve workflows, coordinate with departments, document processes, support team members, maintain reporting and analytics, and ensure reliable data flow across platforms. The role requires strong Zoho CRM expertise, technical documentation skills, project leadership, and communication with nontechnical stakeholders.
This is a remote position.
Role Overview:
We are seeking a highly experienced and proactive Zoho and WordPress Automation Specialist with strong leadership skills to help us optimize and automate our business processes. This role involves working with multiple Zoho applications and integrating them with our WordPress website and other tools to ensure data flows seamlessly across our systems.
Responsibilities:
- Lead the planning, development, and execution of automation strategies using Zoho and WordPress.
- Evaluate current systems and recommend scalable solutions to improve process efficiency
- Coordinate with internal departments to align technical solutions with business needs.
- Create comprehensive technical documentation, process maps, SOPs, and user guides.
- Provide leadership and support to team members in understanding systems and workflows.
- Ensure clear, trackable integration across Zoho apps and third-party tools.
- Maintain consistent reporting and analytics setup for performance monitoring.
- Stay updated on Zoho platform updates, tools, and best practices
Requirements
- 5+ years of experience working with Zoho One apps and system integrations.
- Typing Proficiency: Minimum 60 WPM (typing test required).
- Strong leadership and project management skills.
- Proven ability to create clear, scalable, and user-friendly technical documentation.
- Deep understanding of CRM workflows, automation logic, and business process mapping
- Comfortable working across departments and communicating with non-technical team members.
- Skilled in using WordPress in combination with CRM and marketing tools.
- Familiar with data reporting, tracking, and analytics frameworks.
- Proficiency in Zoho and WordPress, with a strong emphasis on Zoho CRM, Campaigns, Desk, Books, Mail is a must.
- Availability to work during daytime hours in Eastern Timezone (ET).
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What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
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- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
